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Wrong Jeff McTague?

Jeff McTague

Expert Provides Mutual Fund Selection and Portfolio Management To Top Advisory Firms

AFS LLC

HQ Phone: (434) 953-8608

Email: j***@***.com

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AFS LLC

P.O. Box 87

Batesville, Virginia 22924

United States

Company Description

Active Fund Strategies is a premiere technical-analysis research firm that has packaged its proprietary mutual-fund scoring system with a well-researched, active fund-management strategy to provide financial advisors with a proven approach to building and ... more

Find other employees at this company (831)

Background Information

Employment History

Wholesaler and Program Designer

Financial Advisors

Web References (15 Total References)


For decades, AFS president Jeff ...

activefundstrategies.com [cached]

For decades, AFS president Jeff McTague has been analyzing mutual fund statistics, looking for those statistical values that strong fund performers have in common and also those traits common to poor performing funds.

...
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."


Over the years, our founder and ...

activefundstrategies.com [cached]

Over the years, our founder and president Jeff McTague has witnessed the performance failure of most firm's recommended fund lists, as well as those fund recommendations of the financial press. He felt the main cause of these failings was the fund selection's over dependence on past performance, and our research proves that even successful long-term past performance fails to predict future success more than 50% of the time.

...
Jeff McTague sees flaws in the typical theoretical rationale for buy and hold investing and are promoting a more active management approach, one that better serves the needs of AFS subscribers and their clients.
...
- James F. Mohar, Managing Director, J.F. Mohar Investments, Cary NC commenting on the continuing education offerings of our president Jeff McTague.
...
After hearing numerous complaints, noted fund expert Jeff McTague began teaching his own CE classes in 1988, using an engaging approach to deliver concise, insightful information to his students. Mixing an animated delivery style with pertinent graphics and crystal-clear examples, Jeff has created a fresh approach to CE classes, one that has led to strong word-of-mouth recommendations from professionals at top firms like Wells Fargo Advisors, Raymond James and UBS.
...
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."


Our president Jeff McTague ...

activefundstrategies.com [cached]

Our president Jeff McTague began past performance research back in 1991, and we can claim that long-term returns are no better at predicting future fund success than is the return of a single year.

...
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."


For years, our Managing Director ...

activefundstrategies.com [cached]

For years, our Managing Director Jeff McTague heard the moans and groans about the lack of content and delivery of most of the continuing education classes you have attended. That is why since 1988 Jeff has been delivering his own CE classes across America to rave reviews. The courses are all designed to increase you knowledge of the investment business that both motivates and frustrates us. The classes qualify for firm element, insurance, CFP and CPA credit.

If you would like to schedule Jeff to provide one of his enlightening and entertaining presentations, please contact us at (434) 953-8608 or Jeff@JeffMcTague.com.
"After thousands of meetings over many years, the session with Jeff McTague was one of the two or three that directly altered my production.
...
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."


In November 1988, long before they ...

activefundstrategies.com [cached]

In November 1988, long before they became fashionable, AFS president Jeff McTague created four distinct investment portfolios to specifically track the investor lifecycle. Through good times and bad, they have performed quite well.

...
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."

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